Today is an earnings palooza -- here’s everything you need to know

Today is an earnings palooza -- here’s everything you need to know 👇

1. $Microsoft(MSFT)$ -- AI & Cloud Dominance

• Azure holds 25% of the global cloud market, OpenAI integration strengthens its 160M+ Copilot user base & enterprise AI adoption is driving double-digit revenue growth.

2. $Tesla Motors(TSLA)$ -- AI, Robotics & Energy Expansion

• FSD has surpassed 2B miles, Tesla Energy revenue is up 7x since 2020 & 60%+ U.S. EV market share reinforces its leadership beyond vehicles, into AI and robotics.

3. $ServiceNow(NOW)$ -- Enterprise AI Workflow Dominance

• 85% of Fortune 500 use ServiceNow, AI-powered workflow expansion is unlocking a $200B TAM, and 98%+ renewal rates ensure consistent, high-margin growth.

4. $Meta Platforms, Inc.(META)$ -- AI-Driven Advertising & AR/VR Leader

• Meta’s platforms reach 3.14B DAUs, AI-driven ads increased ROAS by 32%, and it owns 60%+ of the VR market, solidifying its control over digital engagement

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AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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